CA

Crewe Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$132M
2
+$31.2M
3
+$18.6M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.1M

Top Sells

1
+$1.21M
2
+$1.08M
3
+$1.08M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$523K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$522K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVDE icon
351
Avantis International Equity ETF
AVDE
$12.7B
$62.2K 0.01%
788
CSL icon
352
Carlisle Companies
CSL
$14.2B
$61.8K 0.01%
188
IEUR icon
353
iShares Core MSCI Europe ETF
IEUR
$7.46B
$60.7K 0.01%
891
FBIN icon
354
Fortune Brands Innovations
FBIN
$6.5B
$60.5K 0.01%
1,134
ACN icon
355
Accenture
ACN
$162B
$60.4K 0.01%
+245
ADSE icon
356
ADS-TEC Energy
ADSE
$726M
$60K 0.01%
5,000
ALSN icon
357
Allison Transmission
ALSN
$9.05B
$59.9K 0.01%
+706
VMC icon
358
Vulcan Materials
VMC
$39.7B
$59.7K 0.01%
194
+192
DIVI icon
359
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.23B
$59.4K 0.01%
1,592
FDL icon
360
First Trust Morningstar Dividend Leaders Index Fund
FDL
$6.62B
$57.7K 0.01%
1,330
XLB icon
361
State Street Materials Select Sector SPDR ETF
XLB
$6.04B
$57.4K 0.01%
1,280
-24
PXH icon
362
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.9B
$57.3K 0.01%
2,256
PAYC icon
363
Paycom
PAYC
$7.4B
$57.2K 0.01%
+275
RIOT icon
364
Riot Platforms
RIOT
$5.75B
$57.1K 0.01%
3,000
-30
BSV icon
365
Vanguard Short-Term Bond ETF
BSV
$42.5B
$56.6K 0.01%
717
JHMM icon
366
John Hancock Multifactor Mid Cap ETF
JHMM
$4.84B
$56.3K 0.01%
871
-94
TTC icon
367
Toro Company
TTC
$8.96B
$56.2K 0.01%
738
-13
IAU icon
368
iShares Gold Trust
IAU
$77B
$55.1K 0.01%
757
+60
IEF icon
369
iShares 7-10 Year Treasury Bond ETF
IEF
$46.7B
$55K 0.01%
570
BTC
370
Grayscale Bitcoin Mini Trust ETF
BTC
$3.66B
$53.7K 0.01%
+1,061
FIX icon
371
Comfort Systems
FIX
$40.3B
$52.8K 0.01%
64
+42
SPHQ icon
372
Invesco S&P 500 Quality ETF
SPHQ
$15.8B
$52.6K 0.01%
718
BMO icon
373
Bank of Montreal
BMO
$96.5B
$52.1K 0.01%
400
-20
CTAS icon
374
Cintas
CTAS
$76.5B
$51.9K 0.01%
+253
XYZ
375
Block Inc
XYZ
$36.7B
$51K ﹤0.01%
706
+32
13 14
15
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